LeadConnector + SimplyNoted
Send custom cards in SimplyNoted when pipeline stages change in LeadConnector
Streamline your lead management process with this efficient workflow. Whenever a lead's stage changes in LeadConnector, a customized card will be dispatched via SimplyNoted. This sequence not only expedites correspondence with potential clients, but also enhances personalization - strengthening your business relationships. Use this workflow to seamlessly blend technology and personal touch in your lead management strategy.
Streamline your lead management process with this efficient workflow. Whenever a lead's stage changes in LeadConnector, a customized card will be dispatched via SimplyNoted. This sequence not only expedites correspondence with potential clients, but also enhances personalization - strengthening your business relationships. Use this workflow to seamlessly blend technology and personal touch in your lead management strategy.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Custom Card
Sends a custom card to a new recipient.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
First NameRequired
Last NameRequired
Company
AddressRequired
Address 2
CityRequired
State/ProvinceRequired
Country
ZipRequired
Phone
Custom Message
SignOff
Standard Handwriting Style
